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Keudell/Morrison Wealth Management: SYK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keudell/Morrison Wealth Management on SYK, newest first. How the timeline and the estimate are built.

Keudell/Morrison Wealth Management held 6,108 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,108 shares
    Change vs previous 13F +3 shares

    0.36% of the 13F portfolio, value $1,923,043.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,105 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,006,042.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,105 shares
    Change vs previous 13F +19 shares

    0.45% of the 13F portfolio, value $2,145,724.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 6,086 shares
    Change vs previous 13F -29 shares

    0.53% of the 13F portfolio, value $2,407,804.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 6,115 shares
    Change vs previous 13F -2 shares

    0.54% of the 13F portfolio, value $2,276,309.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 6,117 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,202,426.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 6,117 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,209,827.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).